Legacy Wealth Asset Management, LLC Portfolio Holdings
Legacy Wealth Asset Management, LLC
- $321 Million
- Q1 2025
Legacy Wealth Asset Management, LLC has filed its 13F form on April 08, 2025 for Q1 2025 where it was disclosed a total value porftolio of $321 Million distributed in 339 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Treasury Floating Rate with a value of $11.1M, Global X Mlp ETF with a value of $9.14M, Northern Lts Fd Tr Iv Inspire with a value of $6.13M, Northern Lts Fd Tr Iv with a value of $5.11M, and Northern Lts Fd Tr Iv Inspire with a value of $4.95M.
Examining the 13F form we can see an decrease of $3.33M in the current position value, from $324M to 321M.
Below you can find more details about Legacy Wealth Asset Management, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 339
- Current Value $321 Million
- Prior Value $324 Million
- Filing
- Period Q1 2025
- Filing Date April 08, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 20 stocks
- Additional Purchases 112 stocks
- Sold out of 0 stocks
- Reduced holdings in 197 stocks